Tidal Trust I - BOAT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 36,847 | 1,170 | 0.02% | 0.02% | 1 | +147 | 0.4% | Q4 2025 | Jan 30, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 17,376 | 548 | 0.25% | 0.28% | 2 | -1,189 | -6.4% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,924 | 250 | 0.0% | 0.0% | 3 | +255 | 3.33% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,705 | 180 | 0.0% | 0.0% | 4 | -71 | -1.23% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,993 | 157 | 0.13% | 0.14% | 5 | +59 | 1.2% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,938 | 124 | 0.0% | — | 6 | +3,938 | New | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 1,000 | 31 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 675 | 21 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | New | 502 | 16 | 0.0% | — | 9 | +502 | New | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 489 | 15 | 0.0% | 0.0% | 10 | -95 | -16.27% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 333 | 10 | 0.0% | 0.0% | 11 | +75 | 29.07% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 256 | 8 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | New | 220 | 6 | 0.0% | — | 13 | +220 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 200 | 6 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 164 | 5 | 0.0% | — | 15 | +164 | New | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 130 | 4 | 0.0% | 0.0% | 16 | -191 | -59.5% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108,010 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -26,567 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,024 | -100.0% | Q3 2025 | Oct 22, 2025 |